Fortis Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fortis Capital Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$947K	Sell	6,465 -345	-5%	-$47.6K	0.11%	170
2026 Q1	$873K	Sell	6,810 -87	-1%	-$11.8K	0.11%	158
2025 Q4	$945K	Sell	6,897 -76	-1%	-$10.6K	0.14%	133
2025 Q3	$993K	Sell	6,973 -98	-1%	-$13.8K	0.16%	104
2025 Q2	$981K	Sell	7,071 -89	-1%	-$11.3K	0.18%	88
2025 Q1	$841K	Buy	+7,160	New	+$920K	0.17%	106

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Fortis Capital Advisors's IWP Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.1% in Q2 2026, selling an estimated $47.6K and leaving 6,465 shares worth $947K. The position accounts for 0.11% of the portfolio, ranked #170.

Fortis Capital Advisors first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. The position peaked at $993K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Fortis Capital Advisors held 6,465 shares of iShares Russell Mid-Cap Growth ETF worth $947K as of Q2 2026.
Fortis Capital Advisors sold 345 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $47.6K.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Fortis Capital Advisors's portfolio in Q2 2026, its #170 holding.
Fortis Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Fortis Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $993K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.